Most leaders of accountancy firms know what great workflow looks like but find it difficult taking the steps to fix it.
Efficient workflow is the key to sustained profitability in your firm. It's also really important for team engagement, by reducing stress and peaks like January tax season. And of course, it offers clients higher value by getting their information to them when you said you would.
So how come most firms don't have efficient workflow?
In the blogs below you will discover what great workflow looks like and some of the important factors when it comes to managing workflow in your firm including:
Efficient workflow and process management are essential for your firm to grow and be successful. And when your firm runs well it makes it a happier, nicer place to work too, no-one likes an environment full of stress and chaos. But with meetings, client and team issues, calls, and emails, staying organised can be challenging. One of the
Read MoreIt’s tempting to throw your hands up in despair when unexpected problems occur in your firm. It’s tempting to panic, stutter and stall when things happen out of your control that cause chaos. Running your firm is stressful – you have commitments – deadlines to meet, suppliers to pay, clients to satisfy, staff who rely on you
Read MoreIt’s so easy to let the many varied day-to-day jobs of running your firm dominate your working life. This is especially the case now, when we are all dealing with so much uncertainty… Only when you take positive daily action on the jobs that will guarantee the future of your firm will you gain the success you
Read MoreManaging the complexities that come with running an accountancy firm isn’t easy and made even harder if you are constantly lurching from good times to bad times. Some people would describe this way of working as being on a rollercoaster and would give anything to be able to get off! We all want to sail a steady
Read MoreReal-life business success shows the power of small daily steps, the power of consistent daily action to create momentum towards your ultimate goal. In his book Good to Great, Jim Collins’ research study showed how 11 great businesses exceeded market growth by more than 3 times the norm (and one attained 18 x market growth). All 11 businesses
Read MoreAlmost every accountant I know complains about the sheer number of demands on their time. How many times do you get to the end of the working day still having not achieved everything you wanted to? If you look closely at your use of time, you’ll almost certainly find an 80/20 ratio, where 80% is low-value work,
Read MoreWhether your firm is large or small, there are jobs that need doing every single day, and the list is almost endless. The flow of these jobs is like a river – it never stops. But if all you ever do is the day-to-day work, every day, all you’ll ever get is more of the same
Read More